See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $73,134 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,512 | $50,106+36.7% | $70,014-2.1% | $57,658+18.8% |
| Participation rate | 92.3% | 70.9%+21.5pp | 71.8%+20.5pp | 70.2%+22.1pp |
| Annual return | 7.83% | 14.58%-6.8pp | 12.99%-5.2pp | 5.13%+2.7pp |
| Employer contribution / active EE | $3,389 | $1,739+94.9% | $2,338+44.9% | $1,974+71.7% |
| Participant deferral / active EE | $4,250 | $2,486+71.0% | $2,931+45.0% | $3,061+38.9% |
| Admin fee / account holder | $147 | $89+64.6% | $4,380-96.6% | $95+55.3% |